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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,891 | $100,194-68.2% | $122,979-74.1% | $86,983-63.3% |
| Participation rate | 37.0% | 73.0%-36.0pp | 77.2%-40.2pp | 69.5%-32.6pp |
| Annual return | 16.47% | 16.47%0pp | 20.12%-3.6pp | 25.83%-9.4pp |
| Employer contribution / active EE | $880 | $2,326-62.2% | $3,062-71.3% | $2,584-66.0% |
| Participant deferral / active EE | $2,331 | $4,133-43.6% | $5,003-53.4% | $4,194-44.4% |
| Admin fee / account holder | $2,075 | $10,148-79.6% | $12,864-83.9% | $7,856-73.6% |